CYG

Clean Yield Group Portfolio holdings

AUM $334M
1-Year Est. Return 19.59%
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.15M
3
+$1.11M
4
UTMD icon
Utah Medical Products
UTMD
+$911K
5
TU icon
Telus
TU
+$897K

Top Sells

1
+$1.04M
2
+$900K
3
+$777K
4
HAIN icon
Hain Celestial
HAIN
+$686K
5
GIS icon
General Mills
GIS
+$618K

Sector Composition

1 Healthcare 23.54%
2 Technology 17.75%
3 Consumer Staples 17.44%
4 Real Estate 8.88%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.5%
54,425
-36,327
52
$1.14M 0.48%
10,955
-773
53
$1.13M 0.48%
229,420
+23,925
54
$980K 0.42%
2,073
-40
55
$976K 0.42%
6,202
-262
56
$902K 0.38%
25,014
-1,300
57
$798K 0.34%
3,825
-315
58
$779K 0.33%
13,385
59
$771K 0.33%
11,794
-585
60
$768K 0.33%
4,816
-311
61
$761K 0.32%
14,521
62
$759K 0.32%
44,230
-40,007
63
$738K 0.31%
4,888
-1,130
64
$737K 0.31%
1,800
-100
65
$696K 0.3%
3,743
-378
66
$685K 0.29%
6,761
-250
67
$679K 0.29%
8,810
68
$670K 0.29%
6,300
-3,100
69
$660K 0.28%
14,035
-260
70
$653K 0.28%
14,950
71
$638K 0.27%
8,161
-248
72
$631K 0.27%
27,000
+15,000
73
$612K 0.26%
4,427
74
$586K 0.25%
11,180
-150
75
$555K 0.24%
2,283
1 2
3
4 5